IRA Fair Market Value – Included in the December account statement; shows the value of the account as of the last business day of the year.
Form 1099-R and 1099-Q - Distributions from your IRA and other retirement or Education Savings Accounts
February 29, 2008*
Approved extension from IRS to mail after January 31, 2008;
Most expected to mail by February 20, 2008
Consolidated Statement & Form 1099-DIV* - Dividends & Other Distributions
Form 1099-INT - Reportable Interest Income
Form 1099-OID - Original Issue Discount income (other than CMO/REMIC instruments)
Form 1099-B - Proceeds of sales, redemptions & tenders
Form 1099-MISC - Royalties & miscellaneous income
Form 1099-C – Discharge of debt
March 17, 2008
Form 1099-OID (REMIC) - OID & interest accruals from CMOs/REMICs
April 15, 2008
Schedule K-1 - Master Limited Partnership (MLP) income, which will be mailed to you directly from the General Partner
April 30, 2008
Form 5498-ESA - Contributions to your Education Savings Accounts
June 2, 2008
Form 5498 - Will accompany your December 2007 Statement in most cases.Reports contributions, rollovers and fair market value of your IRA (other than Education Savings Plan)
* Since many distributions on Form 1099-DIV are reclassified after year-end, we strongly urge you to wait for these documents before preparing your returns.
For mailing dates of tax forms not listed above, please contact your Financial
Advisor.
Investment products and services are available through Wachovia Securities.
Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA
/SIPC.
The Wachovia Securities Tax Center site is designed to provide accurate, authoritative information regarding the subject matter covered. It is made available with the understanding that Wachovia Corporation and/or its affiliates are not engaged in rendering legal, accounting or tax advice. If legal, accounting, or tax assistance is required, the services of a competent professional should be sought. The hiring of a professional is an important decision and should not be based upon advertising. Ask for written information stating qualifications, experience and firm association before making a decision.
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